Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$48.1M
3
+$37.9M
4
ALGN icon
Align Technology
ALGN
+$36M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$31.4M

Top Sells

1
+$52.4M
2
+$52M
3
+$42.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$35.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34.3M

Sector Composition

1 Technology 16.96%
2 Healthcare 11.71%
3 Industrials 10.75%
4 Financials 9.62%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$357K ﹤0.01%
3,221
+315
1102
$356K ﹤0.01%
7,289
-3,375
1103
$355K ﹤0.01%
+3,177
1104
$354K ﹤0.01%
20,830
-510
1105
$353K ﹤0.01%
4,726
1106
$353K ﹤0.01%
36,735
+8,778
1107
$353K ﹤0.01%
5,794
-758
1108
$353K ﹤0.01%
57,338
-16,038
1109
$351K ﹤0.01%
+8,000
1110
$351K ﹤0.01%
8,429
-348
1111
$348K ﹤0.01%
14,060
-74,973
1112
$346K ﹤0.01%
7,703
-281
1113
$345K ﹤0.01%
2,021
-2,037
1114
$345K ﹤0.01%
+4,972
1115
$345K ﹤0.01%
18,644
-6,946
1116
$343K ﹤0.01%
+28,652
1117
$341K ﹤0.01%
6,143
+9
1118
$340K ﹤0.01%
7,224
+44
1119
$340K ﹤0.01%
+7,957
1120
$339K ﹤0.01%
6,104
-884
1121
$339K ﹤0.01%
+17,437
1122
$336K ﹤0.01%
6,202
-1
1123
$335K ﹤0.01%
23,600
-327,400
1124
$335K ﹤0.01%
3,559
-1,005
1125
$335K ﹤0.01%
4,705
-284
43 44
45
46 47